ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 288 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,087 | -8.2% | 1,378 | -4.4% | 0.00% | – |
| Q2 2023 | $74,190 | -48.5% | 1,442 | -50.0% | 0.00% | – |
| Q1 2023 | $144,186 | -41.8% | 2,882 | -45.1% | 0.00% | – |
| Q4 2022 | $247,543 | +2.3% | 5,249 | -2.7% | 0.00% | – |
| Q3 2022 | $242,000 | -6.6% | 5,397 | 0.0% | 0.00% | – |
| Q2 2022 | $259,000 | -11.0% | 5,397 | 0.0% | 0.00% | – |
| Q1 2022 | $291,000 | -5.8% | 5,397 | -0.4% | 0.00% | – |
| Q4 2021 | $309,000 | +3.3% | 5,418 | +0.4% | 0.00% | – |
| Q3 2021 | $299,000 | -1.0% | 5,399 | +0.0% | 0.00% | – |
| Q2 2021 | $302,000 | +4.5% | 5,398 | +0.0% | 0.00% | – |
| Q1 2021 | $289,000 | -31.2% | 5,397 | -33.0% | 0.00% | – |
| Q4 2020 | $420,000 | +40.0% | 8,054 | +29.9% | 0.00% | – |
| Q3 2020 | $300,000 | +4.2% | 6,199 | -0.0% | 0.00% | – |
| Q2 2020 | $288,000 | -6.2% | 6,200 | -16.5% | 0.00% | – |
| Q1 2020 | $307,000 | -13.5% | 7,427 | 0.0% | 0.00% | – |
| Q4 2019 | $355,000 | +3.8% | 7,427 | 0.0% | 0.00% | – |
| Q3 2019 | $342,000 | 0.0% | 7,427 | -0.0% | 0.00% | – |
| Q2 2019 | $342,000 | -3.4% | 7,428 | -6.2% | 0.00% | – |
| Q1 2019 | $354,000 | +137.6% | 7,922 | +119.3% | 0.00% | – |
| Q4 2018 | $149,000 | -15.8% | 3,613 | -7.8% | 0.00% | – |
| Q3 2018 | $177,000 | -69.2% | 3,919 | -72.9% | 0.00% | – |
| Q2 2016 | $574,000 | – | 14,457 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Wealth Partners Group, LLC | 585,938 | $31,617,000 | 6.02% |
| Consilium Wealth Advisory, LLC | 110,771 | $5,977,000 | 4.28% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 918,796 | $49,578,000 | 3.27% |
| Fort Henry Capital, LLC | 67,697 | $3,653,000 | 3.15% |
| IronBridge Private Wealth, LLC | 94,143 | $5,080,000 | 3.13% |
| VIEWPOINT INVESTMENT PARTNERS CORP | 57,590 | $3,287,000 | 2.61% |
| Weaver Consulting Group | 92,201 | $4,975,000 | 2.41% |
| Integrity Financial Corp /WA | 37,713 | $2,035,000 | 1.67% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 62,250 | $3,359,000 | 1.65% |
| CALTON & ASSOCIATES, INC. | 95,646 | $5,161,000 | 1.53% |